Trump just dropped a $21B semiconductor play with Japan backing GlobalFoundries in Malta, NY.

2 new fabs coming online.
27k construction + supply chain jobs.
1k+ manufacturing roles.

This is the US doubling down on chip sovereignty post-China tensions. Semis = infrastructure for AI, defense, and next-gen compute.

Watch $TSM, $INTC, and related plays. Onshoring = long-term bullish for domestic tech stack.